Category: Learning

    Advice for New Parents: ABCs and RESPs

    When I first became a dad in 2011, my family and friends gave me two pieces of advice about kids that have proven true; Life comes in balance – the good and the bad – it will even out over time. Invest early in an RESP. While the first item is a bit more philosophical, […]

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    Critical Illness Insurance

    Why critical illness insurance can be so… well, critical When I was in my mid-30s, I attended a luncheon seminar on behavioural finance, examining why we don’t do what we know we should to better manage our finances. I had the good fortune of sitting beside a bright, articulate young woman named Carolyn who was […]

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    What my 4-year-old is learning about money

    People often ask me, “When should I start to teach my children about money?” Much to their surprise, my answer is, “When they’re old enough to count.” If we think about it, most parents teach life-long habits to their kids at an early age. We don’t wait until they’re 18 to teach them manners and […]

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    5 reasons for making your personal and financial affairs easy to understand

    Nearly one year ago to this very day my 54-year-old partner had a heart attack. I wasn’t notified by the hospital but by his brother, which left me a bit baffled. Clearly, I wasn’t listed as the next of kin. Either Bill did not trust me, or his next of kin notification hadn’t been updated. […]

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